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Capstone Triton Financial Group’s PepsiCo PEP Stock Holding History

Capstone Triton Financial Group’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,799
Closed -$1.12M – 105
2025
Q4 		$1.12M Buy
7,799
+149
+2% +$21.9K 0.74% 53
2025
Q3 		$1.07M Buy
7,650
+460
+6% +$65.7K 0.72% 54
2025
Q2 		$949K Buy
+7,190
New +$969K 0.69% 55
2024
Q4 		$914K Buy
6,008
+360
+6% +$59K 0.57% 60
2024
Q3 		$961K Sell
5,648
-132
-2% -$22.7K 0.61% 60
2024
Q2 		$953K Buy
5,780
+146
+3% +$25.2K 0.67% 54
2024
Q1 		$986K Buy
5,634
+476
+9% +$80.1K 0.7% 55
2023
Q4 		$876K Sell
5,158
-961
-16% -$159K 0.64% 53
2023
Q3 		$1.04M Buy
6,119
+231
+4% +$42K 0.76% 46
2023
Q2 		$1.09M Buy
5,888
+213
+4% +$39.7K 0.75% 48
2023
Q1 		$1.03M Buy
5,675
+655
+13% +$114K 0.78% 50
2022
Q4 		$907K Buy
5,020
+120
+2% +$21.4K 0.73% 51
2022
Q3 		$800K Buy
4,900
+176
+4% +$30.3K 0.68% 49
2022
Q2 		$796K Buy
4,724
+372
+9% +$62.6K 0.6% 55
2022
Q1 		$761K Buy
4,352
+498
+13% +$83.6K 0.53% 61
2021
Q4 		$665K Buy
3,854
+447
+13% +$73K 1.34% 36
2021
Q3 		$542K Buy
3,407
+617
+22% +$95.5K 0.33% 78
2021
Q2 		$413K Buy
2,790
+381
+16% +$55.5K 0.25% 84
2021
Q1 		$341K Buy
2,409
+88
+4% +$12.1K 0.23% 83
2020
Q4 		$344K Buy
+2,321
New +$330K 0.21% 81

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Capstone Triton Financial Group's PEP Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 7,799 shares — an estimated $1.12M sold.

Capstone Triton Financial Group first reported a position in PEP in Q4 2020 and held it in 20 quarters. The position peaked at $1.12M in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 7,799 PepsiCo shares in Q1 2026, an estimated $1.12M.
  • Capstone Triton Financial Group first reported a position in PepsiCo in Q4 2020 and held it in 20 quarters.
  • Capstone Triton Financial Group's PepsiCo position peaked at $1.12M in Q4 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.